Anic Equity¶
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Total return since start: 0.563 %¶
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Equity now: -----------------------------> 47744.76 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46349.8 Kr¶
PnL: ---------------------------------------> -538.77 Kr¶
DD now: ---------------------------------> -1.82 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-24 12:58:20.596478'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | -1.940000 | 3146.000000 | 175.000000 | 5.890000 | 2971.000006 |
| HEBA B | 70 | -1.730000 | 2789.500000 | 153.500000 | 5.820000 | 2636.000010 |
| AcadeMedia | 12 | 0.000000 | 602.400000 | 45.400000 | 8.150000 | 557.000004 |
| Corem Property Group B | 59 | -1.860000 | 621.270000 | 44.270000 | 7.670000 | 576.999999 |
| MedCap | 2 | -0.430000 | 463.000000 | 42.000000 | 9.980000 | 421.000000 |
| HMS Networks | 2 | -0.450000 | 714.000000 | 41.000000 | 6.090000 | 673.000000 |
| Resurs Holding | 22 | 0.840000 | 608.740000 | 34.740000 | 6.050000 | 573.999998 |
| Samhällsbyggnadsbo. i Norden B | 20 | -2.270000 | 388.000000 | 33.000000 | 9.300000 | 355.000000 |
| Boozt | 12 | -0.640000 | 1677.600000 | 23.600000 | 1.430000 | 1653.999996 |
| FM Mattsson Mora Group B | 50 | -0.340000 | 2950.000000 | 23.000000 | 0.790000 | 2927.000000 |
| SAAB B | 8 | -0.160000 | 3397.600000 | 20.600000 | 0.610000 | 3377.000000 |
| Swedbank A | 3 | 2.060000 | 580.200000 | 16.200000 | 2.870000 | 564.000000 |
| Intrum | 4 | -0.660000 | 542.800000 | 15.800000 | 3.000000 | 527.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.000000 | 576.450000 | 14.450000 | 2.570000 | 562.000005 |
| Securitas B | 6 | 0.660000 | 583.800000 | 13.800000 | 2.420000 | 570.000000 |
| Coor Service Management Hold. | 8 | -0.220000 | 545.600000 | 13.600000 | 2.560000 | 532.000000 |
| Eastnine | 4 | -0.940000 | 504.000000 | 13.000000 | 2.650000 | 491.000000 |
| OEM International B | 7 | -1.030000 | 539.000000 | 11.000000 | 2.080000 | 527.999997 |
| Norva24 Group | 16 | -2.270000 | 552.000000 | 9.000000 | 1.660000 | 543.000000 |
| Nordea Bank Abp | 29 | 0.510000 | 3461.440000 | 7.440000 | 0.220000 | 3453.999992 |
| Karnov Group | 9 | -0.170000 | 540.900000 | 4.900000 | 0.910000 | 536.000004 |
| Handelsbanken A | 5 | 0.180000 | 547.000000 | 1.000000 | 0.180000 | 546.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | -1.060000 | 246.240000 | 0.240000 | 0.100000 | 246.000000 |
| Creaspac SPAC | 6 | -0.310000 | 574.800000 | -2.200000 | -0.380000 | 577.000002 |
| CTEK | 13 | -1.410000 | 529.100000 | -4.900000 | -0.920000 | 533.999999 |
| Midsona B | 63 | 0.770000 | 573.930000 | -9.070000 | -1.560000 | 582.999984 |
| Essity B | 2 | -1.100000 | 557.000000 | -17.000000 | -2.960000 | 574.000000 |
| International Petroleum Corp. | 5 | -2.000000 | 563.500000 | -31.070000 | -5.230000 | 594.565215 |
| Essity A | 4 | -1.940000 | 1110.000000 | -39.000000 | -3.390000 | 1149.000000 |
| Sampo Oyj SDB | 7 | -1.000000 | 3804.500000 | -45.500000 | -1.180000 | 3850.000000 |
| Vivesto | 1368 | -1.040000 | 545.830000 | -67.170000 | -10.960000 | 612.999432 |
| Axfood | 13 | -0.500000 | 3642.600000 | -113.400000 | -3.020000 | 3756.000001 |
| Fasadgruppen Group | 35 | 2.100000 | 3570.000000 | -241.000000 | -6.320000 | 3810.999990 |
| OX2 | 18 | -1.380000 | 1420.200000 | -243.800000 | -14.650000 | 1663.999992 |
| Ovzon | 52 | -1.070000 | 2880.800000 | -481.200000 | -14.310000 | 3361.999992 |
| TOTAL | 46349.800000 | -538.770000 | -1.82014% | 46888.564618 |
Updated:¶
'2023-01-24 12:58:33.341428'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
